Siboniso Nxumalo discusses the implications of the resignation of PWC as external auditors for Oceana, as well as results from MMI, Bidvest and Adcorps and the current global economic environment.

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Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week he explores Africa’s investment potential and demographic trends that position the continent for growth. 

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Arthur Karas unpacks the strong operational leverage from company results out this week, the rand’s reaction to S&P Global’s revision of SA’s credit rating outlook to positive, and current performance from the metals sector.

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Following weeks in negative territory, Peter Brooke unpacks the bounce in the JSE yesterday, which was led, in part, by the recovery seen in results from Astral, Barloworld and Raubex.

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Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week unpacking interesting developments in Cryptocurrency and its importance as a market indicator for investors.

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Meryl Pick analyses the current global market downturn as it enters into bear market territory; with interest rates rising and tech stocks falling after their recent meteoric rise, causing investors to flee.

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Siboniso Nxumalo discusses upheaval in the markets this week, driven by the resources sector and the news that Beijing is going into lockdown over fears of a renewed Covid outbreak in China.

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Portfolio Manager, Siboniso Nxumalo shares his quarterly perspectives unpacking global and local themes as well as investment performance.

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Arthur Karas discusses the fallout for markets of steady slowing growth across global economies as well as the implications for the JSE of the major events driving this downturn.

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Peter Brooke shares his thoughts on recent market movements, focusing on reports that Woolworths might be exiting its Australian operation, as well as latest results from Aspen and their implications.

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